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Principal MidCap R5 PMBPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 39.66  /  +0.25 %
  • Total Assets 23.1 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 10%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 PM GMT+0

Morningstar’s Analysis PMBPX

Will PMBPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The results speak for themselves.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Under unassuming lead manager Bill Nolin, Principal MidCap’s people, process, and track record all deserve praise. The strategy is closed to most new investors.

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Portfolio Holdings PMBPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TransDigm Group Inc

5.69 1.2 Bil
Industrials

Brookfield Corp Registered Shs -A- Limited Vtg

5.03 1.1 Bil
Financial Services

Copart Inc

4.96 1.1 Bil
Industrials

O'Reilly Automotive Inc

4.63 1.0 Bil
Consumer Cyclical

KKR & Co Inc Ordinary Shares

4.51 990.1 Mil
Financial Services

Hilton Worldwide Holdings Inc

4.35 955.3 Mil
Consumer Cyclical

Heico Corp Class A

4.33 951.1 Mil
Industrials

CoStar Group Inc

4.12 904.7 Mil
Real Estate

Brown & Brown Inc

3.25 713.6 Mil
Financial Services

Vulcan Materials Co

3.25 713.6 Mil
Basic Materials